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Morningstar

Principal Diversified Income C PGDCX

Morningstar Analyst Rating
Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.09  /  0.41 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.740%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.04%
  • Effective Duration 3.18 years

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis PGDCX

Will PGDCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGDCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PGDCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PGDCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Principal Diversified Income C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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